RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
201Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
202Cary Street Partners$366,266$540,327,629$1,400,513,719$1,940,841,348
203North Star Asset Management Inc$814,929$1,891,452,136$45,633,426$1,937,085,562
204Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
205Donaldson Capital Management Llc$594,402$1,775,255,918$159,522,732$1,934,778,650
206Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
207Circle Wealth Management, Llc$3,471,911$1,192,653,808$727,312,698$1,919,966,506
208Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
209Courier Capital, Llc$1,356,597$1,533,658,935$375,073,370$1,908,732,305
210Goelzer Investment Management$1,463,445$1,827,416,529$57,501,095$1,884,917,624
211Waters, Parkerson & Co., Llc$1,109,247$1,765,127,542$117,264,781$1,882,392,323
212Radnor Financial Advisors, Llc$699,730$1,871,078,384$1,871,078,384
213Mcf Advisors, Llc$488,062$1,139,944,200$727,867,218$1,867,811,418
214Farr Miller & Washington Llc$1,551,117$1,797,617,181$66,824,998$1,864,442,179
215Capital Counsel Llc$3,080,947$1,822,423,960$7,658,475$1,830,082,435
216Gibson Capital, Llc$2,096,833$1,725,280,126$98,964,956$1,824,245,082
217Covenant$1,028,460$1,760,738,251$53,465,890$1,814,204,141
218Meritage Portfolio Management, Inc.$1,428,074$1,738,361,811$75,292,486$1,813,654,297
219Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
220Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
221Pegasus Partners$794,851$1,695,304,695$94,699,202$1,790,003,897
222Perigon Wealth Management, Llc$737,977$1,459,000,000$321,000,000$1,780,000,000
223Colony Family Offices, Llc$4,794,873$1,743,378,518$30,724,549$1,774,103,067
224Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
225Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
226Cadinha & Co Llc$332,707$1,766,341,127$1,766,341,127
227Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427
228The Welch Group, Llc$623,887$1,758,737,229$1,758,737,229
229Wellspring Financial Advisors, Llc$2,046,787$519,837,993$1,232,211,277$1,752,049,270
230Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
231Wealthcare Capital Management Llc$243,572$1,698,991,598$39,136,027$1,738,127,625
232Bakeravenue$1,027,355$1,525,649,220$210,580,936$1,736,230,156
233West Financial Services, Inc.$781,742$1,696,434,442$20,270,842$1,716,705,284
234Truewealth Management$593,711$1,577,613,841$122,773,099$1,700,386,940
235Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
236Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
237Private Vista, Llc$398,521$1,564,290,000$112,289,023$1,676,579,023
238Norris Perne & French Llp$999,823$1,660,705,974$1,660,705,974
239Bridgewater Advisors Inc.$675,755$1,656,274,752$1,656,274,752
240Capstone Financial Advisors Inc$698,641$1,636,041,635$6,462,246$1,642,503,881
241Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
242Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
243Rtd Financial Advisors Inc$732,121$1,607,219,986$21,017,512$1,628,237,498
244Wealthplan Advisors, Llc$1,864,303$267,337,766$1,356,470,405$1,623,808,171
245Vista Capital Partners, Inc.$749,653$1,620,750,645$1,620,750,645
246Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
247Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
248Altium Wealth Management Llc$619,818$1,614,006,942$1,614,006,942
249True North Advisors, Llc$513,091$1,581,734,664$19,623,015$1,601,357,679
250Heritage Financial Services, Llc$364,258$1,601,277,179$1,601,277,179
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.